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Jordan S

Series 66

Lansing, MI

Cambridge Investment Research Advisors

Jordan Sutton is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 17 years of industry experience. He has been with Cambridge since 2009 and previously operated Sutton Advisors, PLC. Outside of his advisory work, he serves as secretary of the Michigan State University Child Development Lab Parent Council and is a member of the Broad MSU Local Advisory Board at the Eli and Edythe Broad Art Museum. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Julia S

Series 63, Series 65

Lansing, MI

Cambridge Investment Research Advisors

Julia Sleeper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., Sutton Advisors PLC, and Banc One Securities Corporation. Outside of advising, she has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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